Secrets of Enterprising Families
Why are some families successful at building and sustaining their wealth, generation after generation? Welcome to Secrets of Enterprising Families, a podcast from The Northern Trust Institute devoted to unlocking the specific strategies that multi-generational families use to transfer their values, wealth and legacy from one generation to the next. In each episode, hosts Nikè Anani and Eric Czepyha will interview a nationally recognized expert on a different wealth planning topic, from marriage to the arrival of children to specific advice for business owners and corporate executives. Northern Trust is a leading global financial institution that has helped families navigate the complexities of wealth for more than 130 years. Nikè Anani is the Director of Next Gen Advisory at Northern Trust, specializing in preparing future generations for wealth ownership. Eric Czepyha is the Director of Business Services at Northern Trust and works with multi-generational business owning families on business transitions and succession planning. Brought to you by the same team behind The Road to Why podcast, Secrets of Enterprising Families will empower you with strategies to tackle financial challenges in a way that engages each member of your family. Subscribe today.
Episodes
How do families build and sustain wealth across generations?
In Secrets of Enterprising Families, hosts Nikè Anani and Eric Czepyha offer an insider's view of the strategies that successful multi-generational families have used during pivotal life events, such as marriage, the arrival of children, or the sale of the family business.
Each episode will feature an interview with a nationally recognized expert on a speci...
In this episode, we discuss the five secrets that enterprising families have used to build and sustain wealth across generations. These foundational principles, based on our 130 years of experience advising families, are the backbone of the Secrets of Enterprising Families book recently published by The Northern Trust Institute.
Our guest today is Jen Risher, author of We Need to Talk: A Memoir About Wealth. Jen knows f...
What are the primary benefits, and limitations, of a prenuptial agreement when entering a marriage? What are the most common misconceptions surrounding the agreements, and how can they be used to help foster peace of mind and form a cohesive union?
In this episode, we explore the critical financial conversations that build trust and transparency in marriage. From navigating the complexities of wealth alignment to understand...
In this episode, we explore the financial and legal steps essential for starting or expanding a family. From naming guardians to establishing education funds and creating a solid estate plan, we discuss the key strategies for protecting your family’s future.
Our conversation is guided by Stacy Singer, the National Practice Leader for Trust and Wealth Advisory Services at Northern Trust, who combines her professional exp...
In this episode, we delve into the essential steps families can take to prepare the next generation to inherit and manage wealth responsibly. From initiating conversations about money to fostering financial literacy and aligning values, we explore strategies to equip future generations with the tools and mindset needed to steward family resources effectively.
Our guests, Joan DiFuria and Emily Bouchard, are leaders in w...
In this episode, hosts Eric Czepyha and Nike Anani dive into the challenges and opportunities of business succession and wealth planning. They explore the complexities of ownership transitions, long-term financial planning, and the importance of engaging the next generation to ensure a business’s success across generations.
Our guest, Gina Staudacher, a tax lawyer with deep expertise in business transitions and successi...
In this episode, we explore the critical role that the rising generation plays in a family business. Succession is not just about the strength of the current management team—it also depends on how well the next generation is prepared, engaged, and developed as future leaders, from building credibility and experience to navigating difficult family dynamics and governance responsibilities.
Our guest, Meghan Juday, Chair o...
In this episode, explore what it means to manage wealth effectively across generations. Whether you’re creating a new estate plan or rethinking an existing structure, wealth management is about more than tax strategy—it’s about aligning your financial assets with your personal values, goals and relationships.
Our guests bring a unique blend of professional expertise and lived experience to the conversation. Jack Terrill is ...
In this episode, we explore the emotional and financial complexities of divorce and remarriage with guest Steph Wagner, National Director of Women & Wealth at Northern Trust. Drawing from both her personal journey and years of experience advising clients, Steph offers powerful insights on how to prepare for divorce, navigate transitions with clarity and rebuild a confident financial future.
We discuss the most commo...
In this episode, we explore the unique financial considerations executives face throughout their careers — especially as they prepare for retirement. From negotiating compensation packages to managing concentrated stock positions and navigating major transitions, the path can be complex.
Guests Christian Klaas, CPA, and Matt Hochstetler, estate planning attorney, share their deep experience working with high-level execu...
In this episode, we explore the emotional complexities and logistical challenges of managing an estate after the loss of a loved one. Guests Jon Jackson from Northern Trust’s Estate Settlement Group and Heather Nickerson, CEO of Artifcts, share personal stories and professional insights on planning ahead, avoiding common pitfalls and communicating clearly with family.
The conversation highlights the importance of both p...
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